Ledge Wealth Management, Inc. Portfolio Holdings

Ledge Wealth Management, Inc.

  • $257 Million
  • Q4 2023

Ledge Wealth Management, Inc. has filed its 13F form on January 23, 2024 for Q4 2023 where it was disclosed a total value porftolio of $257 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $30.2M, Ishares Core U.S. Aggregate Bo with a value of $26.1M, Invesco S&P 500 Equal Weight E with a value of $24.6M, Vanguard Growth ETF with a value of $18.6M, and American Centy ETF Tr Multisec with a value of $14.4M.

Examining the 13F form we can see an increase of $34.4M in the current position value, from $223M to 257M.

Below you can find more details about Ledge Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $257 Million
ETFs: $196 Million
Industrials: $12.3 Million
Technology: $11.9 Million
Healthcare: $8.6 Million
Financial Services: $8.54 Million
Consumer Defensive: $6.39 Million
Consumer Cyclical: $6.07 Million
Communication Services: $5.69 Million
Other: $1.7 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $257 Million
  • Prior Value $223 Million
  • Filing
  • Period Q4 2023
  • Filing Date January 23, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 6 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Ledge Wealth Management, Inc. Portfolio

Follow Ledge Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ledge Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ledge Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email